I'd like to setup an automation that mentions specific people when a specific task within our project blueprint changes status to completed. Is this possible? When looking at the automation rules, it looks like it can only do this for ALL tasks.
One thing our team has done is lean into custom fields for this. If there’s a task where a specific person always needs to be notified, you could add a People‑type custom field called “Notify” and pre‑populate it in the blueprint with the appropriate individual(s).
From there, you can use automation. For example:
The downside to this approach is that each individual requires their own automation rule, since the condition is person‑specific. That’s why our team takes more of a team‑based approach. Instead of a People‑type field, we use a single‑select custom field with team names. The automation is then set up that if that "team" is selected, all members of the team are @mentioned.
Hi @Ashley Rhodes, Wrike automation rules can’t target a single specific task directly… they run on tasks within a location and then rely on conditions to narrow the scope. A workaround is to add a condition that only your specific task meets. For example, you can use a Custom Field.
You could also use conditions like task title contains [task name] or place the task in a specific folder, but the custom field approach is usually the cleanest and most flexible.
If the task sits in a specific subfolder within the project, you can create the automation rule only for that folder. Set the trigger to Status changes to Completed and Action: Mention users. This works well if the blueprint has structured subfolders.
